Thursday, 1 September 2016

August 2016 Portfolio

Hi guys,

August is here and I am halfway through my second semester of my studies. Manage to score pretty well for my first semester and is currently on track to complete the entire course by July next year.

Over the month of August, there was no transaction made to the portfolio. Decision was made to observe the market both Singapore and US on any potential crashes. Logic is quite simple. I do not feel comfortable increasing positions when the I have no idea where the market is going since it is at an all-time highs. Given the passive nature and time commitment I have assumed since I started my studies earlier this year, I would rather average down on my cost than average up so it would be unlikely that I would add any counters or positions when the market is increasing.


My current SG holdings include:
1)      ACCORDIA GOLF TRUST 
2)      LIPPO MALLS INDO RETAIL TRUST 
3)      AIMS AMP CAP INDUSTRIAL REIT

Collected $38.25 from Lippo Mall in August and going to collect $27.5 from Aims in Sept.
Overall capital gain is +4.04%
Overall P&L with dividend is +8.68%

Given that the current portfolio is looking good, I will add on counters or increase holdings when the price is acceptable (definitely not when it is increasing).

Still trying to do some magic on the US account to bring it back into the green. Constantly performing cost basis reduction on GILD until such a time that the stock is taken off my hands and selling futures options to offset the previous loss when Gold spiked.  

Investing Wolf 
Disclaimer: This is not a recommendation to buy or sell any mentioned stocks or securities in this blog. 


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